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Northwest Wealth Advisors, LLC: TVAL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Northwest Wealth Advisors, LLC on TVAL, newest first. How the timeline and the estimate are built.

Northwest Wealth Advisors, LLC held 205,589 TVAL shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 205,589 shares
    Change vs previous 13F +27,713 shares

    4.92% of the 13F portfolio, value $8,568,953.

    13F-HR 0002085853-26-000831 filed by Northwest Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 177,876 shares
    Change vs previous 13F +32,305 shares

    4.6% of the 13F portfolio, value $6,435,562.

    13F-HR 0002085853-26-000523 filed by Northwest Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 145,571 shares
    Change vs previous 13F not available

    3.99% of the 13F portfolio, value $5,127,014.

    13F-HR 0002085853-26-000214 filed by Northwest Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).